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Global LNG supply tracker Q3 2018: supply growth set to accelerate

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27 September 2018

Global LNG supply tracker Q3 2018: supply growth set to accelerate

Report summary

The year 2018 is a bridging year between the last Pacific projects and the final wave of Atlantic facilities. We expect LNG supply will reach 323 Mt of LNG in 2018 (+8% y-o-y). We expect huge supply growth this winter – with new trains starting every month.This is positive as it coincides with peaking demand in the main consuming regions. Despite this, we still anticipate a fairly tight winter market. The focus will shift to the Atlantic in 2019. The LNG market is set for its biggest year ever with +44 Mt of additional output (for a total of 367 Mt in 2019). LNG supply growth will accelerate again in H2 as US LNG projects ramp up. Growth will slow in 2020 as final trains are added at US LNG facilities. We forecast 399 Mt of LNG in 2020.

Table of contents

    • Downside risks to our view
      • Existing producers
      • New projects
    • Upside risks to our view
      • Existing projects
      • New projects
      • Asia-Pacific LNG supply
        • Australia
        • Brunei
        • Indonesia
        • Malaysia
        • PNG
        • Russia East

Tables and charts

This report includes 14 images and tables including:

  • Monthly global FOB supply (annualised)
  • Global LNG supply (mmtpa annualised)
  • Global LNG supply tracker Q3 2018: supply growth set to accelerate: Image 2
  • Global LNG supply tracker Q3 2018: supply growth set to accelerate: Image 3
  • Global LNG supply tracker Q3 2018: supply growth set to accelerate: Image 4
  • Global LNG supply and y-o-y changes
  • Recent Project start-ups
  • Global LNG supply tracker Q3 2018: supply growth set to accelerate: Table 3
  • Global LNG supply tracker Q3 2018: supply growth set to accelerate: Image 6
  • Global LNG supply tracker Q3 2018: supply growth set to accelerate: Image 7
  • Global LNG supply tracker Q3 2018: supply growth set to accelerate: Image 8
  • Global LNG supply tracker Q3 2018: supply growth set to accelerate: Image 9
  • Global LNG supply tracker Q3 2018: supply growth set to accelerate: Image 10
  • Global LNG supply tracker Q3 2018: supply growth set to accelerate: Image 11

What's included

This report contains:

  • Document

    Global LNG supply tracker Q3 2018.xlsx

    XLSX 1.46 MB

  • Document

    Global LNG supply tracker Q3 2018: supply growth set to accelerate

    PDF 961.64 KB

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    Global LNG supply tracker Q3 2018: supply growth set to accelerate

    ZIP 2.17 MB